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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,935 | $154,228-98.1% | $145,433-98.0% | $137,256-97.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 7.15% | 74.59%-67.4pp | 66.58%-59.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,098 | $8,216-74.5% | $7,897-73.4% | $6,407-67.3% |
| Admin fee / account holder | $2,354 | $14,344-83.6% | $13,129-82.1% | $12,270-80.8% |